Setup
Company, Item Group, UOM, Territory, Employee and the other cross-cutting masters every other module links to.
Organisation-wide masters that nearly every other module points at: Company, Item, Customer, Supplier, Brand, UOM, Territory, and the sales/purchase person hierarchies. This is the root of the dependency graph.
What it does
Setup holds the masters that have no module of their own but that everything else depends on. A Company is the top-level accounting and reporting boundary; Item Group, UOM, Brand, Territory, Customer Group and Supplier Group are the classification trees that pricing, taxes and reporting slice by. Get these right and most of an implementation is done — they are referenced from almost every transaction in the system.
Key features
- Company — the multi-company boundary. Every ledger row, warehouse and default account hangs off it.
- Classification trees — Item Group, Customer Group, Supplier Group, Territory and Sales Person are nested-set trees used for pricing rules, taxes and reporting rollups.
- Units and terms — UOM with conversion factors, Incoterm, Terms and Conditions, and print/naming defaults.
- Party-adjacent masters — Employee, Department, Designation, Sales Partner and Authorization Rule.
- Global defaults — Global Defaults, Naming Series and per-company default accounts drive what every new document is pre-filled with.
Entity relationships
Each diagram below is one connected cluster of entities. Edges are labelled with the fieldname that carries them — see relationship notation for how to read the crow’s feet.
Company
Company anchors the setup model: these clusters show the organizational masters and default records that are scoped to, or selected by, a legal entity.
Split across 4 diagrams so each stays legible; Company repeats in each.
Document composition
Parent documents and the child tables they own.
| Parent | Table field | Child table | Req |
|---|---|---|---|
| Brand | brand_defaults |
Item Default | |
| Customer Group | accounts |
Party Account | |
| Customer Group | credit_limits |
Customer Credit Limit | |
| Driver | driving_license_category |
Driving License Category | |
| Email Digest | recipients |
Email Digest Recipient | yes |
| Employee | education |
Employee Education | |
| Employee | external_work_history |
Employee External Work History | |
| Employee | internal_work_history |
Employee Internal Work History | |
| Employee Group | employee_list |
Employee Group Table | |
| Holiday List | holidays |
Holiday | |
| Item Group | item_group_defaults |
Item Default | |
| Item Group | taxes |
Item Tax | |
| Sales Partner | targets |
Target Detail | |
| Sales Person | targets |
Target Detail | |
| Supplier Group | accounts |
Party Account | |
| Territory | targets |
Target Detail | |
| Transaction Deletion Record | doctypes |
Transaction Deletion Record Details | |
| Transaction Deletion Record | doctypes_to_be_ignored |
Transaction Deletion Record Item | |
| Transaction Deletion Record | doctypes_to_delete |
Transaction Deletion Record To Delete |
Entity reference
Transactions
1 entity — submittable business documents that post ledger entries.
Masters
25 entities — reference data with an independent lifecycle.
Child tables
11 entities — row sets owned by exactly one parent document.
Related modules
Accounts
The financial core — Chart of Accounts, GL Entry, invoices, payments, taxes, budgets and the receivable/payable ledgers.
Stock
Item, Warehouse, and every movement of quantity and value — Stock Ledger Entry, Bin, batches, serials and reconciliation.
Selling
Customer, Quotation and Sales Order — the order-to-cash chain up to the point a Delivery Note or Sales Invoice is raised.
Buying
Supplier, Request for Quotation, Supplier Quotation and Purchase Order — the procure-to-pay chain.